SAGEUPSTATE INC (EIN 161540763) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

JENNY GLUCK

Phone

3154781923

Tax Period

2025-01-01 to 2025-12-31

SAGEUPSTATE INC, founded in 1997, is a small nonprofit in the Civil Rights & Advocacy sector that reported $232K in total revenue in fiscal year 2025. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $280K exceeded revenue, resulting in a 21% operating deficit.

Mission

PROVIDING BENEFICIAL ACTIVITIES AND EMOTIONAL SUPPORT WITHIN A FREINDLY AND SAFE ENVIRONMENT AND EDUCATING THE COMMUNITY AT LARGE ABOUT THE NEEDS OF OLDER GAY MEN, LESBIANS,

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $229,064

Program Service Revenue $0

Investment Income $2,454

Other Revenue $0

TOTAL REVENUE $231,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $186,456

Fundraising Expenses $16,301

Program Expenses $219,618

Other Expenses $93,834

TOTAL EXPENSES $280,290

Year-over-Year Comparison

	2025	2024	Change
Revenue	$231,518	$357,999	-0.4%
Expenses	$280,290	$384,928	-0.3%
Net Income	$-48,772	$-26,929	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM DILL	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
JENNY GLUCK	PRESIDENT	1.00	Officer	$0	$0	$0
KEVIN BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HORN	RECORDING CLERK	1.00	Director	$0	$0	$0
DAN BISHOP-BASLER	DIRECTOR	1.00	Director	$0	$0	$0
BARB GENTON	DIRECTOR	1.00	Director	$0	$0	$0
NATE SCEIFORD	DIRECTOR	1.00	Director	$0	$0	$0
GARY FITZGERALD	DIRECTOR	1.00	Director	$0	$0	$0
TIM MCCOY	VICE CHAIR	1.00	Officer	$0	$0	$0
LIZ STEHLE	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON TERRY	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE LOWE	TREASURER	1.00	Officer	$0	$0	$0
LES WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$231,518	$280,290	$81,903	$-48,772
2024	$357,999	$384,928	$177,035	$-26,929
2023	$354,016	$354,779	$231,290	$-763
2022	$231,951	$215,214	$238,114	$16,737
2021	$172,222	$159,976	$113,270	$12,246
2020	$147,891	$190,625	$123,195	$-42,734
2019	$217,516	$216,381	$142,572	$1,135
2018	$226,453	$223,560	$146,466	$2,893

SAGEUPSTATE INC